Tax Advisor at Satori Digital Columbia, MD

Tax Advisor job at Satori Digital. Columbia, MD. Alpha Hire is working with a client to hire a highly skilled Tax Advisor who will support clients with high-quality tax preparation and planning services. In this role, you’ll collaborate closely with the clients tax and financial planning teams, helping clients navigate complex tax matters with accuracy, confidence, and clarity. This position is ideal for someone with a strong foundation in public accounting and taxation who thrives in a client-focused environment and is motivated by delivering value beyond compliance. Key Responsibilities: Collaborate with the tax department to prepare and review individual, trust, partnership, corporate, and payroll tax returns

Deliver timely, accurate, and high-quality service to clients

Identify and suggest opportunities to expand and deepen client relationships through additional service offerings

Handle client inquiries and tax-related questions professionally and clearly

Gather and organize client documentation to ensure accurate tax return preparation and regulatory compliance

Minimum Qualifications: Education: Bachelor’s Degree in Accounting or related field

Experience: 3+ years in Public Accounting with a focus on tax

Tax Forms: Experience preparing/reviewing forms 1040, 1041, 1065, 1120, payroll tax forms, and Maryland Personal Property Tax Return

Software: Proficiency with CCH ProSystem FX and QuickBooks

Skills: Strong attention to detail and accuracy

Ability to manage multiple deadlines and tasks under pressure

Excellent verbal and written communication skills

Strong client service orientation

Preferred Qualifications: Strong technical expertise in tax preparation and review

Experience with a national or large regional accounting firm is a plus

Master’s in Taxation preferred, but not required

CPA designation preferred

EA (Enrolled Agent) designation preferred

CFP (Certified Financial Planner) preferred

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